Job Description

Coastal1 Credit Union is seeking to hire a Branch Manager for our Putnam Pike location in Smithfield!



The Branch Manager is responsible for the overall efficient management of the traditional Branch's personnel and physical resources, always acting within established guidelines and policies, and to ensure all savings and loan products and services are promoted, properly represented, and processed.

Education and Experience Requirements

Undergraduate degree from a four-year college or university in a business-related field preferred. Minimum of 3 years demonstrated successful teller and member services experience, minimum 5 years supervisory responsibilities in a branch management position. Ability to maintain a high level of professionalism and excellent customer service skills, demeanor, appropriate business appearance, and demonstrated knowledge of Coastal1's products and services, policies, and procedures. Must register/be registered by the Nationwide Mortgage Licensing System and Registry. Have in-depth knowledge of all branch operations and functions. Ability to make consistently effective decisions that are in accord with policy and procedural guidelines. Ability to train, develop, and supervise an efficient, effective, productive, motivated teller staff. Computer proficiency to include MS Office and other banking software. Must have well-developed analytical skills, excellent written, verbal and telephone communication skills. Demonstrated ability to manage multiple projects simultaneously with time management/organizational/multi-tasking skills. Must be able to work under pressure and have the ability to meet deadlines. Ability to maintain a positive and upbeat Credit Union image. Ability to handle confidential information securely. Ability to work collaboratively across all levels and functions of Coastal1 to coordinate solutions. Ability to work independently and as a team member. Bi-lingual preferred

Founded in 1928 and based in Pawtucket, Coastal1 Credit Union is a growing, member-focused organization serving over 130,000 members. Today, Coastal1 has 19 branches throughout RI and MA, including Bristol, Cranston (2), Cumberland, East Greenwich, East Providence (2), Johnston, North Kingstown, North Providence, Pawtucket (3), Providence, Smithfield, Wakefield, Warwick (2), and North Attleboro.


We are committed to helping members achieve their financial goals. Coastal1 Credit Union is committed to providing the best in products, services, rates and changes in technology for our members convenience and security providing "The smarter way to bank." We are focused on simply being the best overall community financial institution in the markets we serve.


Coastal1 offers competitive pay and great benefits including medical, dental and vision for you and your dependents. In addition, we offer paid time off to promote work/life balance, on-site fitness center, 401(k) with a company match, employee homebuyer assistance, plus much more!

Job Responsibilities

Coordinate daily operations of the branch by allocating and coordinating workflow and work schedules, direct employees in the more complex phases of work, monitor for accuracy and efficiency, train new employees and cross-train/develop existing staff, direct staff personnel issues such as attendance and vacation, performance evaluations and compliance with credit union policies and procedures. Responsible for developing strong relationships with members, engaging potential members, and building Coastal1 brand recognition. Advise members and potential members on all types of consumer and commercial accounts and assist them in making appropriate selections, open new accounts, originate loan/equity requests as needed. Work closely with the Business Banker to promote Coastal1's visibility in the community as well as promote the business products and services. Promote Credit Union and its products and services to surrounding market area and ensure that various marketing programs are implemented effectively. Develop a cohesive sales team and manage branch sales program to ensure set quarterly goals are consistently met. Provide day to day support and coach staff members to ensure individual sales skills meet required standards to successfully achieve positive results. Ensure all Branch personnel are thoroughly trained so that they follow all policies and procedures on a consistent basis. Help ensure that all staff work individually and together to meet established individual and branch goals; evaluate staff performance according to established criteria and provide all needed counseling and guidance. Monitor loan and deposit growth to realize goals and objectives. Ensure staff compliance with Coastal1's Bank Secrecy Act/Anti-Money Laundering Policy (BSA) and related procedures, Member Identification Program (MIP)), and Office of Foreign Assets Control (OFAC) screening and record keeping requirements, Including reviewing and monitoring staff compliance with BSA/MIP/OFAC related procedures. Ensure Branch is proved each day in a timely and accurate manner and that all unreconciled items are resolved, and that file maintenance reports are reviewed. Originate and underwrite consumer and retail loan applications within limits of lending authority, and ensure applications are submitted promptly to Retail Lending Department or to a VP Branch Administration. Enforce compliance with all account opening, lending origination/closing process and with all other procedural standards. Encourage collaboration and communication by providing training, coaching, development, and motivation. Ensure Branch Management function is covered in the event of absence. Ensure maintenance and security of the Branch is coordinated with Facilities Department. Perform other duties as required.

EOE/M/F/Vet/Disabled